Role overview: Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products.
Responsibilities
- Meet investor acquisition and AUM targets for given area.
- Ensure the timely delivery of customized wealth advice to HNI customers.
- Periodic review of client's portfolio to ensure that they are in line with client's investment objectives.
- Joint calls with branch team.
Requirements
- Experience: 1 to 6 years in sales/wealth management of handling the HNI clients.
- Team handling experience: Needed.
- Preferred industry background: Wealth Management, Banking, Investment Counselling.